Strategic Equity Management

Description

• Strategic Equity Management, Inc. is a SEC Registered Investment Advisor based in Tucson, Arizona. We have clients across the United States, with large concentrations in Colorado, Minnesota, North Dakota, South Dakota, Iowa, Washington, Oregon, & Oklahoma. We provide comprehensive money management to our clients, specializing in retirees and Baby Boomers. We also service wealthy investors that are looking for Hedge Fund type performance, but for full liquidity and much lower fees. We offer free financial planning, investment planning, custom portfolio management, and retirement planning. We use our free retirement calculator to assist you with your retirement savings, income, and spending in order to assure that your Asset Allocation in your long-term portfolio. Our specialists can also perform analysis of your stock investments and make sure any of your other investment funds meet your goals and objectives.We specialize in Active Management where we use Financial Engineering techniques to deliver investment strategies that historically have had much lower losses and higher returns than normal buy & hold investments. Our team of analysts, Rick Gage, Steve Goad, & Jeff Hybiak, perform technical analysis of the stock and bond markets every day. By holding our clients assets at TD Ameritrade we are able to offer the protection of one of the largest Broker Dealers in the country while taking advantage of our custom solutions. Contact us today for a free portfolio review.
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  Headquarters:7367 East Tanque Verde Road , Tucson, Arizona, United States

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  Phone Number: +1 520-749-4580

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  Website: stratequity.com

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  Employees:4

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  Revenue:$1 - 10M

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  Legal Name:Strategic Equity Management

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• |  NAICS Code: 523930  |

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